John Kish Jr.

Daniel O’Toole is a financial advisor at Wealth Management Partners LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wealth Management Partners since 2005. Outside of advisory work, he teaches tennis several hours a week at Court One Athletic Club and owns a business that assists small businesses in setting up healthcare and other insurance-related benefit programs. Wealth Management Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses by providing investment advice, financial planning, and business consulting. The firm typically recommends unaffiliated third-party portfolio managers on a non-discretionary basis and focuses on pension/401(k) consulting and employee education.

Michael Mc Carthy is a financial advisor with Neville Wealth Management in Frankfort, MI, holding a Series 65 designation and four years of industry experience. He previously worked at Raymond James Financial Services and Bank of Ann Arbor. Mc Carthy is also co-founder and CEO of momo financial, Inc., a firm that assists employees in maximizing their employee stock purchase plan benefits. Neville Wealth Management manages approximately $17.2 million across a small client base, offering discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm serves individuals, institutions, and various business entities using a rules-based investment process that incorporates strategic asset allocation and regular account reviews. It works explicitly with institutional and pension clients, including trustee consultation and pension consulting.

Blake Beebe is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 13 years of industry experience. He has been with Private Advisor Group and affiliated with LPL Financial since 2015. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and corporate and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies and coordinating services through multiple custodians.

Duane Smith is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and 32 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Howard Baughman is a financial advisor with LPL Financial in Frankfort, MI, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He previously worked at INVEST Financial Corp and as an independent insurance sales agent. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Tia Kurina Cooley is a financial advisor with Raymond James Financial, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Craig Wealth Advisors LLC. Outside of her advisory work, she serves in a political office in Homestead Township, Michigan. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm is notable for its emphasis on non-discretionary advisory services and its extensive affiliate network supporting municipal and institutional clients.